ETF comparison
IWD vs MOAT
US Value vs Quality Factor.
iShares Russell 1000 Value ETF · VanEck Morningstar Wide Moat ETF
Holdings overlap
44 positions appear in both funds. Buying equal dollars of IWD and MOAT would leave roughly 9.0% of each dollar exposed to the same underlying securities.
Unmatched is the part of a fund's weight the other fund doesn't match: names only it holds, plus any extra weight it puts in names both funds hold.
Side by side
Sub-score comparison
Tracking quality isn't part of the composite — see what we don't score for why.
Cost difference
IWD is 28 bps cheaper than MOAT. On a $100,000 position that's about $280/yr more in fees for MOAT.
Fee figure is the annual expense charged on $100,000. To see how the gap compounds over a multi-decade holding period, open the cost calculator pre-filled with IWD vs MOAT.
Top shared holdings
44 shared in total| # | Holding | In IWD | In MOAT | Overlap |
|---|---|---|---|---|
| 1 | MICROSOFT CORPORATION | 3.88% | 2.20% | 2.20% |
| 2 | AMAZON.COM, INC. | 5.93% | 1.33% | 1.33% |
| 3 | META PLATFORMS, INC. | 0.63% | 1.17% | 0.63% |
| 4 | THERMO FISHER SCIENTIFIC INCORPORATED | 0.52% | 1.18% | 0.52% |
| 5 | THE WALT DISNEY COMPANY | 0.48% | 1.19% | 0.48% |
| 6 | Pepsico, Inc. | 0.46% | 1.17% | 0.46% |
| 7 | THE CHARLES SCHWAB CORPORATION | 0.39% | 2.45% | 0.39% |
| 8 | DANAHER CORPORATION | 0.34% | 2.41% | 0.34% |
| 9 | BRISTOL-MYERS SQUIBB COMPANY | 0.33% | 2.43% | 0.33% |
| 10 | U.S. BANCORP | 0.26% | 1.39% | 0.26% |
| 11 | Mondelez International, Inc. | 0.21% | 2.34% | 0.21% |
| 12 | Northrop Grumman Corporation | 0.19% | 1.15% | 0.19% |
Only in IWD
826 total- APPLE INC. 5.37%
- BERKSHIRE HATHAWAY INC. 2.61%
- JPMORGAN CHASE & CO. 2.45%
- INTEL CORPORATION 1.72%
- JOHNSON & JOHNSON 1.71%
- EXXON MOBIL CORPORATION 1.59%
- CISCO SYSTEMS, INC. 1.30%
- WALMART INC. 1.27%
- ABBVIE INC. 1.15%
- UNITEDHEALTH GROUP INCORPORATED 1.05%
Only in MOAT
11 total- Airbnb Inc 2.56%
- Palo Alto Networks Inc 2.51%
- NVIDIA Corp 2.45%
- Datadog Inc 2.44%
- Broadcom Inc 2.43%
- Applied Materials Inc 2.34%
- Fortinet Inc 2.21%
- NXP Semiconductors NV 1.60%
- Amphenol Corp 1.50%
- Chipotle Mexican Grill Inc 1.42%
Related comparisons
More comparisons with IWD
- IWD vs SPHD · Invesco S&P 500 High Dividend Low Volatility ETF 8.5%
- IWD vs SMLF · iShares U.S. Small-Cap Equity Factor ETF 7.1%
- IWD vs DFAS · U.S. Small Cap Portfolio-ETF Class Shares 7.1%
- IWD vs VFLO · Victoryshares Free Cash Flow ETF 7.0%
- IWD vs RPG · Invesco S&P 500 Pure Growth ETF 6.9%
- IWD vs IVOO · Vanguard S&P Mid-Cap 400 Index Fund ETF Shares 6.9%
More comparisons with MOAT
- MOAT vs VIG · Vanguard Dividend Appreciation Index Fund ETF Shares 9.0%
- MOAT vs VYM · Vanguard High Dividend Yield Index Fund ETF Shares 7.4%
- MOAT vs VO · Vanguard Morningstar Mid-Cap ETF 6.3%
- MOAT vs COWZ · Pacer US Cash Cows 100 ETF 6.3%
- MOAT vs SCHD · Schwab U.S. Dividend Equity ETF 6.1%
- MOAT vs VTV · Vanguard Morningstar Value ETF 5.8%
Percentages are holdings overlap with the named fund.
Open IWD or MOAT at a brokerage
Both funds trade commission-free at major US brokerages.
Affiliate links — opening an account through these earns PlainIndex a one-time referral. Scoring is computed before any affiliate consideration; see our methodology and funding disclosure.
Holdings overlap is the sum of min(weight_a, weight_b) over positions
matched on ISIN (CUSIP fallback). Methodology: see
/methodology/.
Comparing two funds doesn't endorse swapping one for the other. Tax-lot history, account type, and personal goals matter — PlainIndex publishes data and methodology, not investment advice.